Universal Banker

Plainscapital Bank • Brownsville, TX

432d

About The Position

The Universal Banker plays a crucial role in serving both individual and small business clients at the branch, providing personalized service and maintaining a deep understanding of the bank's products and services. This position emphasizes building relationships with customers, ensuring their needs are met through effective communication and follow-up, and delivering a positive customer experience in a team-oriented environment.

Requirements

• High School diploma or GED required; Bachelor's degree or some college preferred.
• Two or more years of relevant customer sales or service experience, preferably in banking.
• Previous cash handling experience is a plus.
• Excellent verbal, written, and interpersonal communication skills.
• Strong computer skills, including proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Good analytical, time management, organizational, and problem-solving skills.
• Self-motivated with strong initiative and attention to detail.
• Ability to work collaboratively within a team.

Nice To Haves

• Experience in a fast-paced banking environment.
• Familiarity with custom banking systems and applications.

Responsibilities

• Serve individuals and small businesses by providing personalized banking services.
• Maintain in-depth knowledge of the bank's products and services.
• Engage with clients to understand their needs and provide tailored advice.
• Handle cash transactions including deposits, withdrawals, and loan payments.
• Establish new client relationships and explain account options based on client needs.
• Participate in team huddles and branch meetings to enhance service delivery.
• Complete customer onboarding processes and maintain accurate documentation.
• Respond to inquiries regarding bank products and services in a professional manner.
• Participate in ongoing training and personal development activities.

Benefits

• Health insurance
• 401k retirement plan
• Paid holidays
• Professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED